Blue Chip Partners’s MGE Energy Inc MGEE Stock Holding History

Blue Chip Partners’s Portfolio MGEE Stock Details MGEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,500	Closed	-$120K	–	157
2019 Q3	$120K	Buy	+1,500	New	+$112K	0.03%	133

Other funds holding MGEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blue Chip Partners's MGEE Position: Q4 2019 in Review

Blue Chip Partners sold out of MGE Energy Inc (MGEE) in Q4 2019, closing a stake of 1,500 shares — an estimated $120K sold.

Blue Chip Partners first reported a position in MGEE in Q3 2019 and held it in 1 quarter. The position peaked at $120K in Q3 2019. 182 funds tracked by Wall St. Rank hold MGEE as of Q4 2019.

Blue Chip Partners reported no remaining MGE Energy Inc position as of Q4 2019 after selling out during the quarter.
Blue Chip Partners sold 1,500 MGE Energy Inc shares in Q4 2019, an estimated $120K.
Blue Chip Partners first reported a position in MGE Energy Inc in Q3 2019 and held it in 1 quarter.
Blue Chip Partners's MGE Energy Inc position peaked at $120K in Q3 2019.
182 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2019.

Based on Blue Chip Partners's 13F filing for Q4 2019, filed 11 Feb 2020.